You deserve to know if you're on track.

Get a personalized financial snapshot in under 5 minutes — then talk to a real advisor if you want to go deeper. Free, no strings attached.

Christian von Stackelberg

Christian von Stackelberg

Available Now · Financial Planner & Investment Advisor
Independent, fee-only financial planner and investment advisor. Schwab custody. 11 years helping families in Boston & Vero Beach build real financial plans — not sales pitches.
✨ Advanced Analysis · No account needed · Takes ~5 minutes

How it works

⚡

Tell us the basics

5 quick questions — your age, income, assets, and what's on your mind.

📊

See your snapshot

Live charts, projections, and tax analysis — the same tools $10K advisors use.

💬

Ask anything

Dig deeper with our AI advisor. Get honest answers to your biggest questions.

🤝

Meet Christian

Like what you see? Schedule a Zoom or in-person meeting. No pressure, ever.

🔒 Encrypted & Private
🏛️ Independent & Fee-Only
📊 Advanced Financial Analysis
💰 Schwab Custody

Let's build your snapshot

5 quick questions — takes about 30 seconds.

🔒 We never sell your data · Results sent to your email

🔥 Stress Test: How Would Your Portfolio Survive?

See how historical crashes would have impacted your portfolio — and what happened if you stayed the course.

📋 Your Action Items

Radius Christian
Radius AI Advisor
Radius AI Advisor · Powered by Claude
Analyzing document…
Listening…
🔒 Encrypted & Never Sold 🛡️ Fee-Only · Independent 📊 Advanced Financial Analysis 🏦 Schwab Custody
Net Worth Est.
—
investable assets
Tax Burden
—
effective rate
Savings Rate
—
of gross income
Risk Score: TBD
TBD
review needed
Retirement Ready
—
score out of 100
📊 Your Financial Ranking
How you compare to Americans your age
Bottom 25% Median Top 25% Top 10%
Portfolio Projection — Monte Carlo
Probability cone: 10th–90th percentile outcomes
Analyzing your data…
Annual Tax Breakdown ⚠ Needs Income Data
Where your tax dollars go
Estimating taxes…
Net Worth Breakdown ⚠ Share Details for Full Picture
Assets vs. liabilities waterfall
Building net worth picture…
📊 Build Your Comprehensive Plan on eMoney

💡 Know someone who'd benefit?

Share Radius with a friend or family member — they'll get the same free financial snapshot you did.

✅ Invite sent! We'll let you know when they check it out.

💑 Share with Your Spouse

Send this session to your partner so they can see your financial snapshot and continue the conversation.

Your partner will see the same dashboard and conversation history. They can continue the conversation in their own session.

⚡ Current vs. Optimized Plan

Radius Wealth Management, Inc. is a registered investment adviser (CRD# 168159) with the U.S. Securities and Exchange Commission. SEC registration does not imply a certain level of skill or training.

Information presented is for educational purposes only and does not constitute investment advice, tax advice, or an offer to buy or sell securities. Use of these tools does not create an advisory relationship. All projections are hypothetical estimates based on the information provided. Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal.

Consult with a qualified financial, tax, or legal professional before making financial decisions.

© 2026 Radius Wealth Management, Inc. · Boston, MA & Vero Beach, FL · (617) 765-2200

Privacy Policy · Terms of Service · Data Deletion · SEC IAPD · Form CRS · BrokerCheck